Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danny? Claim Your ProfileDanny Eugene Ward is an investment advisor representative with Creativeone Wealth, LLC. Danny has been in the financial services industry since 1993. Danny is registered with the state of Florida. Danny is a Series 6, Series 63 and Series 65 licensed professional. Prior to joining Creativeone Wealth, LLC, Danny worked at PLANMEMBER SECURITIES CORPORATION and LEGEND EQUITIES CORPORATION.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Sub-adviser fees/solicitor fees
1
2
KS
02/26/2021 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
FL
09/01/2015 - 10/19/2017
PLANMEMBER SECURITIES CORPORATION (Gainesville FL)
FL
07/01/2003 - 11/25/2013
LEGEND EQUITIES CORPORATION (TRENTON FL)
CT
02/06/1998 - 06/30/2003
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
FL
06/17/1996 - 01/30/1998
CALTON & ASSOCIATES, INC. (TAMPA FL)
IN
08/09/1993 - 01/13/1997
GARCO EQUITY SALES, INC. (CARMEL IN)
BC
Issued 05/10/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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